Steward Partners Investment Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Steward Partners Investment Advisory’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23K	Sell	528 -221	-30%	-$9.63K	﹤0.01%	3362
2026 Q1	$32.5K	Buy	749 +221	+42%	+$9.73K	﹤0.01%	3005
2025 Q4	$23.3K	Hold	528	–	–	﹤0.01%	3075
2025 Q3	$23.4K	Hold	528	–	–	﹤0.01%	3019
2025 Q2	$23K	Hold	528	–	–	﹤0.01%	2861
2025 Q1	$22.9K	Sell	528 -41,988	-99%	-$1.81M	﹤0.01%	2749
2024 Q4	$1.82M	Buy	42,516 +41,456	+3,911%	+$1.81M	0.02%	670
2024 Q3	$47.4K	Buy	1,060 +657	+163%	+$29K	﹤0.01%	2257
2024 Q2	$17.3K	Hold	403	–	–	﹤0.01%	2591
2024 Q1	$17.5K	Sell	403 -43,342	-99%	-$1.88M	﹤0.01%	2577
2023 Q4	$1.93M	Buy	+43,745	New	+$1.85M	0.03%	514
2023 Q3	–	Sell	-1,000	Closed	-$43.1K	–	3381
2023 Q2	$43.1K	Buy	+1,000	New	+$43.5K	﹤0.01%	1942
2023 Q1	–	Sell	-25,950	Closed	-$1.11M	–	3310
2022 Q4	$1.11M	Buy	+25,950	New	+$1.1M	0.02%	631
2021 Q3	–	Sell	-30	Closed	-$2K	–	3142
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	6850
2021 Q1	$1.54K	Hold	30	–	–	﹤0.01%	3265
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	2677
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	2551
2020 Q2	$2K	Buy	+30	New	+$1.59K	﹤0.01%	2454

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's AGGY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 30% in Q2 2026, selling an estimated $9.63K and leaving 528 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

Steward Partners Investment Advisory first reported a position in AGGY in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Steward Partners Investment Advisory held 528 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $23K as of Q2 2026.
Steward Partners Investment Advisory sold 221 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $9.63K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3362 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and has held it in 18 quarters since.
Steward Partners Investment Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.93M in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.